Sales OS
$
0
FREE
Sales OS is a system that helps you manage your sales process by tracking contacts, orders, products, and more in one place. With this tool, you can track your sales revenue on a weekly basis and manage your documentation process. Additionally, you can learn how to integrate this system with the most commonly used sales tools. This can help streamline your sales operations and make it easier to manage your business.
Details
Capture and Manage your Sales in Notion
A kick-ass and aesthetic sales management system that centralizes all your clients, orders & products into your digital workspace.
How does it work?
- Create a contact and organize it by customer, lead, or team
- Import your contacts from Google Contacts or Mailchimp
- Capture and manage your products. Track your sales and make prognostics.
- Manage your client’s orders to never miss a thing.
- Create meetings with your contacts for discovery or follow-up.
- Store your sales assets.
- Create docs, contracts, and notes and manage them in different notebooks.
What's included?
- Home page with guide
- Main dashboard
- All-In-One view of the system
- Contacts
- Orders
- Products
- Sales Weekly Digest
- Meeting System
- Notes System
- 9 Integrations
... and a lot more!
Who will benefit from this?
- Salespeople
- Freelancers
- Start-ups
- Anyone with the need to capture and manage their sales.
More templates from
Ignacio Velásquez
Sales OS is a system that helps you manage your sales process by tracking contacts, orders, products, and more in one place. With this tool, you can track your sales revenue on a weekly basis and manage your documentation process. Additionally, you can learn how to integrate this system with the most commonly used sales tools. This can help streamline your sales operations and make it easier to manage your business.
Related templates
This template, created by someone else, helps you organize your travel plans and bucket list in one place. It allows you to mark countries and activities as shortlisted, on your bucket list, or visited. It also includes a database for completed items, a list of all 250 countries and territories in the world, and your own personal travel statistics. This template can make it easier to manage and visualize your travel plans.
Use this template to plan all of your home renovation projects. Keep track of tasks, costs, photos, and progress using Notion's timeline view. This will help you stay organized and on track with your projects.
This customizable habit tracker helps you stay on track with your goals. It includes features that motivate you to be more consistent and make it easy to track your progress. The dashboard tells you what you need to do today to avoid falling behind, and you can see your habit trends to identify areas for improvement. The mobile-friendly input page makes it easy to update your habits on the go, and you can adjust the desired frequency of your habits to fit your needs. With this habit tracker, you can easily stay on top of your goals and make consistent progress.
With timeOS, your team can easily manage and organize meetings. The platform offers agenda templates and dynamic views to help you stay on top of your meetings and keep track of who needs to follow up and when. This is perfect for busy professionals who want to stay organized and on top of their schedules.
This template is designed to help professionals streamline their handover processes by providing clear instructions for setting up new team members with all the necessary information about a project. It is intended to make it easier for professionals to manage handover procedures and ensure that new team members are quickly up to speed.
This product is a template designed to help project teams stay on the same page throughout the production process. It includes linked databases for every department, allowing for transparent communication and coordination. The template also provides an efficient system for assigning tasks to individual crew members and notifying them in real time. By using this template, teams can improve their collaboration and communication, ensuring that everyone is working towards the same goals and deadlines.
Freelancer OS is an operating system that offers a range of features for managing projects, customers, finances, and more. With its comprehensive dashboard, freelancers can easily access all the tools they need to run their business in one place, without the need to sync with multiple services. This can help freelancers to become more organized and efficient in their work.
Values are the foundation of everything we do, from setting goals to taking action. It can be difficult to identify our values, but this template offers reflective exercises and easy-to-use systems to help. It is suitable for anyone looking for support in identifying and connecting with their core values.
This template is designed for photographers who need a system to manage their clients and follow up on leads. It provides an overview of lead statuses and where they are in the pipeline. You can also see a summary of planned shootings for the current and upcoming months. You can quickly create leads using predefined templates for different types of shootings, such as weddings, couples, families, and pregnancy.
Another company offers a collection of over 10 templates to help creators and business professionals manage their daily tasks and activities. The collection includes templates for tasks, habit tracking, notes, content management, and more. These templates can help you stay organized and on top of your work.
